Rachel Schultz, CFP®

VP - Financial Consultant

+1 615-321-1260

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2021-2022
  • Financial Consultant Partner, Charles Schwab, 2021-2021
  • Registered Representative, Charles Schwab, 2019-2021

Education

  • BS, Finance, Butler University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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